Posted by Sky Liew > 2020-12-24 20:28 | Report Abuse

Merry Christmas
Relax liao going high again

Posted by Yeo Soon Qion > 2020-12-25 09:35 | Report Abuse

Government imposed 5 years Anti Dumping Tax on China, South Korea, and Vietnam, from 12 Dec 2020 to 11 Dec 2025.

Posted by mudzaffar > 2020-12-25 13:15 | Report Abuse

1.20’anytime

Posted by alanleeky > 2020-12-25 23:34 | Report Abuse

@James Ng
講了等於没講。做達人要大胆假设，小心求证才是！

Posted by tkl88 > 2020-12-26 08:21 | Report Abuse

Next week is the windows dressing, will be the super bull market for KLSE !

Huat ah ! Heng ah ! Ong ah !

Posted by aiaili > 2020-12-27 01:45 | Report Abuse

https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E3%80%90%E7%8B%AC%E5%AE%B6%E3%80%91%E9%92%A2%E9%93%81%E7%BC%BA%E8%B4%A7%E6%AF%8F%E5%91%A8%E8%B0%83%E5%94%AE%E4%BB%B7-%E4%B8%9A%E8%80%85%E6%AD%A5%E6%AD%A5%E4%B8%BA%E8%90%A5%C2%B7%E4%B8%A5%E5%AF%86%E7%9B%91%E6%8E%A7%E5%BA%93%E5%AD%98

Posted by tkl88 > 2020-12-27 10:22 | Report Abuse

e南洋
财经新闻
【独家】钢铁缺货每周调售价 业者步步为营·严密监控库存
2020年12月26日

https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E3%80%90%E7%8B%AC%E5%AE%B6%E3%80%91%E9%92%A2%E9%93%81%E7%BC%BA%E8%B4%A7%E6%AF%8F%E5%91%A8%E8%B0%83%E5%94%AE%E4%BB%B7-%E4%B8%9A%E8%80%85%E6%AD%A5%E6%AD%A5%E4%B8%BA%E8%90%A5%C2%B7%E4%B8%A5%E5%AF%86%E7%9B%91%E6%8E%A7%E5%BA%93%E5%AD%98

独家报道：黄清琴
（怡保26日讯）全球钢铁价格暴涨，从上个月开始，钢铁成品如建筑使用的花铁、货架的方铁价格每天都出现大波动，五金机械店业者每周必须调整价目表，并得严控库存，业者莫不暗自叫苦。

Posted by khatulistiwa1234 > 2020-12-27 18:02 | Report Abuse

Temperary issue , will BACK USUAL , coming MONTH < FEB .

Posted by mudzaffar > 2020-12-27 19:57 | Report Abuse

construction and steel will be choice next year..
no wonder katu always in loses ..

Posted by tkl88 > 2020-12-28 10:09 |

Post removed.Why?

Posted by freddiehero > 2020-12-28 10:12 | Report Abuse

klci 1650 back to normal.. no need to worry guys...

Posted by tkl88 > 2020-12-28 10:15 |

Post removed.Why?

Posted by tkl88 > 2020-12-28 10:16 |

Post removed.Why?

Posted by tkl88 > 2020-12-28 10:16 |

Post removed.Why?

Posted by tkl88 > 2020-12-28 10:17 |

Post removed.Why?

Posted by freddiehero > 2020-12-28 10:32 | Report Abuse

0.80 on my way... gogogo

Posted by tkl88 > 2020-12-28 10:40 |

Post removed.Why?

Posted by tkl88 > 2020-12-28 10:45 |

Post removed.Why?

Posted by mudzaffar > 2020-12-28 11:17 | Report Abuse

katu kati katuuuiiii

Posted by SourceTrustMe > 2020-12-28 12:31 | Report Abuse

Katu crying

Posted by Jeffson87 > 2020-12-28 12:44 | Report Abuse

Lion why you run so slow. Katu downsell isit. Others peer sudah fly fly up up away..

Posted by Jeffson87 > 2020-12-28 13:21 | Report Abuse

Pang72. How many steel/tin counter u entered wor.. Macam everywhere also saw your comment haha.. Today u pump Lion until LU ok

Posted by Jeffson87 > 2020-12-28 14:49 | Report Abuse

I think you need a bigger house. Please buy more steel to enlarge your house. Remember to buy Cap Singa. Roar

Posted by freddiehero > 2020-12-28 14:50 | Report Abuse

bravo... up kaw kaw

Posted by yiqqre > 2020-12-28 15:00 | Report Abuse

两发 LEONFB – 长期遭低估的钢铁股
LEONFB创办于1972年，在2013年上市于大马主要板，主要从事钢铁产品贸易和加工业务，专注于轧制钢 (Rolled Steel) 和扁钢 (Flat Steel) 产品。
其主要贸易产品为碳钢 (Carbon Steel)，尤其是低碳钢 (Mild Steel)、不锈钢和合金钢。作为增值业务的一部分，集团也提供切割、整平、剪切、仿形、弯折和加工钢铁产品的服务，以满足不同行业客户和各种应用需求。
值得一提，这一行业也有一定的入行障碍，尤其是在购买机械和设立仓库方面。这需要动用庞大资金，而不是一般厂商愿意进行这样的投资。因此，其客户相对地更愿意交由LEONFB承担加工工作，以省去上述投资所附带的风险。
其使用的主要原料包括碳钢 (80%)、不锈钢及合金钢。其中约60%的原料采购来自本地制造商或供应商，其余则从海外供应商直接采购。
作为钢铁生产商和最终用户之间的中介，钢铁领域的低迷并未严重影响LEONFB的业务。自2013年上市以来，无论市况好或坏，集团每年都可创造稳定的收入，显示出业务稳定性非常高。
再次强调，LEONFB的商业模式与一般钢铁业者不同。集团在赚幅、库存和资本开销等方面皆比其他钢铁制造商不同。因此，钢铁价格波动并不会对集团构成显著的影响，而且还可选择将提高的成本转嫁至客户身上。在此商业模式为前提下，LEONFB在面对市场低潮时的抵御能力更佳，更有可能保持盈利。
展望未来，LEONFB在多年前已定制三管齐下的策略，目标是为了提升产能、提高效率以及扩大收入来源。其一，在巴生港自由区兴建新仓库。这项建设工程已在FY16完成并已投入运作。这新仓库的净可用存储空间大约为95,000平方英尺。
随着新仓库开始使用，LEONFB正式踏出探索出口市场的第一步。其仓库有一部分仓储空间预留给从国外进口的货物，并可转手出口到东南亚其他国家。此外，这仓库也可为集团节省不必要的进口关税。简短来说，这是集团扩大钢铁贸易业务的计划之一。
其二，把 Wisma Leon Fuat正对面的现有建筑物进行翻修工程。这新的加工厂拥有大约60,000平方英尺的实用空间。同时，集团也在这厂房安装上新的CNC切割机，也把现有的切割机搬迁至新厂。过去两年，LEONFB在这项计划上一共投入RM9m的资本开销。这加工厂预计可把现有产能翻倍，而集团在往后也将有较好的加工流程。
其三，进军钢管 (Steel Pipe) 制造行业，而生产设施将安装在巴生港的新厂房。由于LEONFB一直以来都是钢卷和其他钢铁产品的采购商，集团可利用这流程，顺势把业务多样化至这些钢铁原料生产的最终产品。
在FY17和FY18，LEONFB将拨出共RM50m的资本开销，作为建设钢管制造厂及添购器材的资金。由于建筑师仍在拟定钢管制造厂的蓝图，现阶段未敲定新厂房将设有多少条生产线。
这新厂房预计将在明年下半年竣工，但是预计不会立即为集团带来贡献。无论如何，多元化业务至下游领域，是LEONFB维持盈利赚幅和提高持续性盈利的策略之一。管理层预计钢管制造将成为集团的第三核心业务，是未来核心收入来源之一。
业绩方面，LEONFB在今年首三个季度已交出RM31m的核心盈利。假设全年可交出RM42m的盈利，以310m股数计算，其每股盈利将会是13.55仙。再以保守8-10倍PE推算，其每股潜在价值处于RM1.08-1.35之间，相等于20-50%的潜在上涨空间。
值得一提，LEONFB的每股净资产 (NTA) 为RM0.99

Posted by Williamtaychunkit > 2020-12-28 16:09 | Report Abuse

YKGI 公司还提高了利润率，由于钢价持续上涨，下一个QR值将更高。

于回顾季，集团录得261万令吉的税前盈利。
相比之下，上一季度的税前亏损为237万令吉。这主要是由于上一季度的“运动控制命令”期间暂停运营。

集团的毛利率也有所提高，为17.8％，这直接有助于到集团的积极底线。

根据YKGI最近的QR EPS 0.65，如果我们将年化为2.6
@ PE 10-RM0.26
@ PE 20-RM0.52
@ PE 26-RM0.67（钢铁行业的标准PE）。

目前的价格是RM0.22-0.225，严重被低估了许多。

Posted by Jeffson87 > 2020-12-28 16:39 | Report Abuse

Pang72 lu punya masteel/melewar sudah naik spaceship pergi moon.
Singa buka turbo woi.
Come pantech help me start engine..

Posted by khatulistiwa1234 > 2020-12-28 16:44 | Report Abuse

I lOSE MILLION , i not earning , I DISPOSE ALL THAT DAY , IT RISE , i LOSE ACTUALLY .kikikikiki , BUT LOSE , exchanged all GAIN , LUCKY YOUR ,kikikikikii

Posted by apple168 > 2020-12-28 16:44 | Report Abuse

Congrats Lion shareholders!

Posted by khatulistiwa1234 > 2020-12-28 16:48 | Report Abuse

First time LIONIND is select right medicine , not more withered , GRAFT SHOW NEW VIAGRA arrived .

Posted by Jeffson87 > 2020-12-28 16:48 | Report Abuse

KHATU. U meant u lost all the shares due to disposed at 300% gain? Hahaha

Posted by khatulistiwa1234 > 2020-12-28 16:48 | Report Abuse

1.50 in two weeks achieve ....

Posted by khatulistiwa1234 > 2020-12-28 16:49 | Report Abuse

MASTEEL also test new medicine , VACCINE COVID 19

Posted by khatulistiwa1234 > 2020-12-28 16:50 | Report Abuse

FOUR GIANT STEEL IRON < ANNJOO 1.70 , SSTEEL 0.96 , LIONIND 0.75 , MASTEEL 0.73

Posted by tkl88 > 2020-12-28 16:50 |

Post removed.Why?

Posted by khatulistiwa1234 > 2020-12-28 16:50 | Report Abuse

TOMORROW GAP UP 30% again , IRON THE FIERCE DECADE IS LANDED .

Posted by Jeffson87 > 2020-12-28 16:59 | Report Abuse

I hoot Lion + Pantech + YKGI
Any comment? Support abit
I'm already standing at lv88 waiting to jump down like KHATU. Very pessimistic

Posted by tkl88 > 2020-12-28 17:06 |

Post removed.Why?

Posted by tkl88 > 2020-12-28 17:07 |

Post removed.Why?

Posted by mudzaffar > 2020-12-28 17:21 | Report Abuse

katu.shut the....up

Posted by Jeffson87 > 2020-12-28 17:37 | Report Abuse

Wasai u sold at superb gain @ masteel/melewar and topup lion somemore.
Angkat aku jadi anak murid, sifu..
Pantech & YKGI boleh kah sifu?
Very pessimistic now. Lost until left underwear.

Posted by freddiehero > 2020-12-28 17:42 | Report Abuse

steady profit everywhere.. I gonna learn with u all.. bravo..

Posted by jackfruit > 2020-12-28 17:46 | Report Abuse

Lion Ind got big baggage Parkson and lost their focus on rebar. Masteel is more focus on rebar. Masteel is definately much better than Lion. By tomorrow masteel prices will overtake Lion. Some more Masteel propose right issue at 0.36 plus warrant. Masteel is very much under value.

Posted by LA777 > 2020-12-28 18:12 | Report Abuse

All steel are good to invest now, just pick as many as you can afford and be happy always!

Posted by LA777 > 2020-12-28 18:13 | Report Abuse

Melewar annjoo, lionind, mycron and leonfb all huat arrrr!!!

Posted by Jeffson87 > 2020-12-28 18:21 | Report Abuse

Pang. Apasal got report abuse?
Conmen takpa. As long made money mah.
KHATU very susah to follow. He more pessimistic than me. I cannot understand his teaching. Kamsiah sifu

Posted by khatulistiwa1234 > 2020-12-28 20:19 | Report Abuse

HUGE BUYING , i declare ALL IN ,,,,,,, awaiting 2.00

Posted by mudzaffar > 2020-12-28 20:41 | Report Abuse

pyscho katu

Posted by cumcumshot > 2020-12-28 22:02 | Report Abuse

Tmr still can run? My betting is, overall the steel sector will be profit taking tmr.

Posted by freddiehero > 2020-12-28 22:35 | Report Abuse

yeah.. u should do. gogogo